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200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-09-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commerce Trust | St. Joseph | MO | 08/2018 | 08/2025 |
| Integrated Wealth Concepts Llc | Waltham | MA | 08/2025 | Present |
| Bottorff Construction Inc | Atchison | KS | 05/2015 | 06/2018 |
08/2025 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: NOLD BRYANT PLANNING & INVESTMENTS - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - STARTED 08/20/2025 - 160HOURS PER MONTH DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-04 |
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